Financial Products & Services Provided

Regardless of your stage in life, your income or your goals, we believe you need a plan to help you manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance may all come into play. How do you get it all under control? At Cedar Ridge Wealth Management Group, we focus on investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we strive to help.

Call us today at 651-200-4144 or send us an email to schedule a no-obligation consultation to learn how we can start you down the path towards your financial goals.

Fee-based Asset Allocation Programs

Managed Allocation Portfolios

Strategic Portfolio Allocation

Individual & Business Retirement Plans

Traditional and Roth IRA

IRA Rollover

401(k)/Profit Sharing Plans

457 Plans

403(b)/TSA Plans

Exclusive(k)® Plans

Simple IRA

SEP (Simplified Employee Pension Plans)

Payroll Deduction IRA Plans

Investments

Mutual Funds

529 College Savings Plans

Coverdell Education Savings Accounts

Variable & Fixed Annuities

Stocks

Bonds

ETFs

Financial Planning Services

Financial Independence (Retirement)

Survivor Income Needs

Education Funding

Asset Allocation

Income Tax Strategies

Long-Term Care

Investment Planning Services

Estate Planning Strategies

Wealth Forecasting Strategies

Business Planning Strategies

Insurance

Life

Long Term Care

Disability

Mortgage Protection

Business

Medicare Supplements

Income Annuties

Death Benefit Annuities

We also offer seminars and workshops on many of the services listed above.

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal.

This site is published for residents of the United States only. Advisors associated with Waddell & Reed, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed on this site. For additional information please contact the advisor(s) listed on the site, visit the Waddell & Reed, Inc. corporate site at www.waddell.com or contact the Waddell & Reed Compliance Department at 800-532-2762.